Purchasing Reports Overview
Use the purchasing reports in the Vantagepoint Reporting desktop and browser applications to present and monitor purchasing data. You can review open purchase orders, requisitions, and items that are included on vouchers, as well as check the status of purchase requisitions or requests for price quotes.
The data included on the Purchase reports comes from these applications:
- Purchase Orders
- Purchase Requisitions
- Request for Price Quote
Settings on the purchasing and inventory configuration forms (
in the desktop application) also affect the report options and report contents.- Open Purchase Orders
- Blanket Purchase Orders
- Items by Vendor
- Purchase Order Form
- Purchase Order Detail
- Purchase Order Status
- Purchase Order Cost Distribution Detail
- Purchase Requisition Form
- Purchase Requisition Status
- Purchase Requisition and Price Quote
- Received Purchase Order Items
- Request for Price Quote Form
- Request for Price Quote Status
- Vouchered Purchase Order Items
For more detailed information, see Approval Process for Purchasing Applications and Contents of the Modules Form.
Access Purchasing Approval Records from the Reporting Desktop Application
- Item Requests
- Request for Price Quotes
For more information on how records relating to the Purchasing application display, see Purchase Orders and Purchase Requisitions.
For more detailed information about purchasing reporting in the Vantagepoint Reporting desktop application, see the Purchasing Reports overview help topic in the Reporting Desktop section of Vantagepoint Help.
.- Related Topics:
- Blanket Purchase Orders
Use the Blanket Purchase Orders report to compare the total item quantities and amounts on blanket purchase orders to the total released quantities and amounts. You can also check remaining balances, order dates, and vendor information. - Open Purchase Orders
Use the Open Purchase Orders report to review quantities ordered and received, to check unit prices on open purchase orders, to analyze how long the purchase orders have been open, and to check for overdue items. - Item By Vendor
Use the Item By Vendor report to review which vendors supply items or services to your firm. You can generate the report for selected items and vendors. - Purchase Order Form
Use the Purchase Order Form report to view and print draft purchase orders and change orders and reprint final-printed purchase orders and change orders to send to vendors. - Purchase Order Detail
Use the Purchase Order Detail report to review purchase order items, quantities, amounts, vendors, and status. - Purchase Order Status
Use the Purchase Order Status report to review the current status for purchase orders. You can limit the purchase orders included to those with an order date prior to a date that you specify. You also have the option to include closed purchase orders. - Purchase Order Cost Distribution Detail
Use the Purchase Order Cost Distribution Detail report to review the distribution of costs for items and services on purchase orders to projects, phases, and tasks. More than one project can share the cost of a purchase order item or service. In that case, the report displays the percentage of the overall cost that is distributed to each project. - Purchase Requisition and Price Quote
Use the Purchase Requisition and Price Quote report to review data from purchase requisitions and requests for price quotes. - Purchase Requisition Form
A purchase requisition is the internal form an employee submits to request the purchase of an item or service. If multiple items are listed for a single requisition, the report includes a separate line listing the total quantity and total monetary amount for that requisition. - Purchase Requisition Status
Use the Purchase Requisition Status report to review the current status for purchase requisitions. You can limit the purchase requisitions included to those with an order date prior to a date that you specify. You also have the option to include closed purchase requisitions. - Request for Price Quote Form
The Request for Price Quote Form is the report form that you send to a vendor to ask for an estimated price for a specific item or service. Use the Request for Price Quote Form options to specify formatting and text for your requests. You can preview a request on your computer, adjust the contents or formatting, and then print and mail the form. - Request for Price Quote Status
Use the Request for Price Quote Status report to review the current status for requests for price quotes. You can limit the requests included to those with an order date prior to a date that you specify. You also have the option to include closed requests. - Received Purchase Order Items
Use the Received Purchase Order Items report to compare the number of items ordered to those received, check for rejected items, and determine which items are on back order. - Vouchered Purchase Order Items
Use the Vouchered Purchase Order Items report to review items that are included on vouchers.